Bernard Rosen is a ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 49 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,138 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TLG Advisors is compensated for services based on the value of your portfolio. Advisory fees generally range from 0.80% to 1.75% per year. There may be additional transaction, custody, money manager, or platform fees charged by outside managers and custodians. Fees may be negotiable, and accounts may be aggregated by household to discount fees.
Fees for Starlight Portfolios range from 0.55% to 1.15% to TLG Advisors, plus 0.10% to Advisor Engine, the technology platform provider.
Location
475 Springfield Ave, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bernard is the owner/agent of Rosen Executive Benefits Group, selling individual life insurance, dedicating about 10-20% of his time to this. He is also an IAR Rep with TLG Advisors Inc, spending a few hours per week on this activity.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Tlg Advisors, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
The Leaders Group, INC.Broker
Nylife Securities LLCBroker
Bg Worldwide Securities, INC.Broker
MML Investors Services, INC.Broker
Pruco Securities CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Anchor National Financial Services, INC.Broker
Crane & CO. Securities IncorporatedBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Sma Equities, INC.Broker
Phoenix Equity Planning CorporationBroker
Derand Investment Corporation of AmericaBroker
Phoenix Equity Planning CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.